What to Expect

1. Schedule a Brief Call
We’ll start with a short conversation to understand your situation, timeline, and filing needs. You do not need to have all documents ready at this stage.

👉 Schedule here for your free call

2. Fee Quote & Engagement
After reviewing your information, I’ll provide a fee quote and engagement letter outlining the scope of work. Work begins once the engagement is signed.

👉 Want to receive a quote? Submit Pricing Estimate (Non-Binding) form.

👉 Want to an idea of pricing? Check out the Tax Preparation Fee Schedule. Pricing may vary.

3. Initial Payment
An initial installment is required to begin work. Details will be outlined in the engagement letter.

4. Secure Document Upload
Once engaged, you’ll receive access to encrypted ShareFile to securely upload tax documents. Documents should not be emailed.

Client Portal Access

5. Preparation & Review
I prepare your return based on the information provided and will follow up if clarification is needed.

Please note that requests for additional documents may extend the preparation timeline, depending on the complexity of the return and responsiveness.

6. Final Payment & Filing
Before e-filing and delivering the completed return, the remaining balance is due. Once received, your return will be filed and a copy provided for your records via Client Portal Access.

Timelines can vary based on complexity, document completeness, and time of year.

Advisory Support

In some cases, I may provide guidance on tax elections, entity structure, or planning considerations related to your return. Any advisory work beyond return preparation will be discussed separately and scoped as needed.